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Summit Financial’s Credo Technology Group CRDO Stock Holding History

Summit Financial’s Portfolio CRDO Stock Details CRDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$308K Buy
3,286
+1,548
+89% +$188K ﹤0.01% 1183
2025
Q4 		$250K Buy
1,738
+225
+15% +$34.6K ﹤0.01% 1152
2025
Q3 		$220K Buy
+1,513
New +$185K ﹤0.01% 1172

Other funds holding CRDO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Summit Financial's CRDO Position: Q1 2026 in Review

Summit Financial increased its Credo Technology Group (CRDO) stake by 89% in Q1 2026, buying an estimated $188K and bringing the position to 3,286 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Summit Financial first reported a position in CRDO in Q3 2025 and has held it in 3 quarters since. 709 funds tracked by Wall St. Rank hold CRDO as of Q1 2026.

  • Summit Financial held 3,286 shares of Credo Technology Group worth $308K as of Q1 2026.
  • Summit Financial bought 1,548 Credo Technology Group shares in Q1 2026, an estimated $188K.
  • Credo Technology Group made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1183 holding.
  • Summit Financial first reported a position in Credo Technology Group in Q3 2025 and has held it in 3 quarters since.
  • 709 funds tracked by Wall St. Rank held Credo Technology Group as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.